CIBC Private Wealth Group
EXPO icon

CIBC Private Wealth Group’s Exponent EXPO Stock Holding History

CIBC Private Wealth Group’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$264K Sell
3,801
-440
-10% -$30.9K ﹤0.01% 1067
2025
Q3 		$295K Buy
4,241
+41
+1% +$2.93K ﹤0.01% 1022
2025
Q2 		$314K Buy
4,200
+35
+0.8% +$2.71K ﹤0.01% 960
2025
Q1 		$315K Sell
4,165
-253
-6% -$22K ﹤0.01% 945
2024
Q4 		$394K Buy
4,418
+161
+4% +$16.2K ﹤0.01% 931
2024
Q3 		$491K Sell
4,257
-193
-4% -$20.2K ﹤0.01% 880
2024
Q2 		$420K Sell
4,450
-4,707
-51% -$424K ﹤0.01% 874
2024
Q1 		$743K Sell
9,157
-1
-0% -$83 ﹤0.01% 738
2023
Q4 		$806K Buy
9,158
+3,753
+69% +$307K ﹤0.01% 686
2023
Q3 		$463K Buy
+5,405
New +$489K ﹤0.01% 774
2020
Q1 		– Sell
-13,235
Closed -$913K – 867
2019
Q4 		$913K Sell
13,235
-139
-1% -$9.18K ﹤0.01% 598
2019
Q3 		$935K Buy
13,374
+1,729
+15% +$117K ﹤0.01% 584
2019
Q2 		$681K Hold
11,645
– – ﹤0.01% 650
2019
Q1 		$673K Sell
11,645
-384
-3% -$20.7K ﹤0.01% 660
2018
Q4 		$610K Hold
12,029
– – ﹤0.01% 649
2018
Q3 		$645K Buy
12,029
+975
+9% +$49.9K ﹤0.01% 723
2018
Q2 		$535K Buy
+11,054
New +$507K ﹤0.01% 759

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's EXPO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Exponent (EXPO) stake by 10% in Q4 2025, selling an estimated $30.9K and leaving 3,801 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

CIBC Private Wealth Group first reported a position in EXPO in Q2 2018 and has held it in 17 quarters since. The position peaked at $935K in Q3 2019. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • CIBC Private Wealth Group held 3,801 shares of Exponent worth $264K as of Q4 2025.
  • CIBC Private Wealth Group sold 440 Exponent shares in Q4 2025, an estimated $30.9K.
  • Exponent made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1067 holding.
  • CIBC Private Wealth Group first reported a position in Exponent in Q2 2018 and has held it in 17 quarters since.
  • CIBC Private Wealth Group's Exponent position peaked at $935K in Q3 2019.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.